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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $202,342-83.9% | $172,752-81.1% | $152,897-78.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 24.26% | 1029.83%-1005.6pp | 802.97%-778.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,013 | $5,858-82.7% | $5,144-80.3% | $4,764-78.7% |
| Participant deferral / active EE | $1,451 | $5,948-75.6% | $5,198-72.1% | $5,851-75.2% |
| Admin fee / account holder | $31 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |